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| Morningstar Return Rating: | Average | | Year to Date Return: | 19.74% | | 5-Year Average Return: | 1.15% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2007): | 15.76% | |
Worst 1-Yr Total Return (2008): | -37.33% | |
Best 3-Yr Total Return (2005-7): | 9.62% | |
Worst 3-Yr Total Return (2006-8): | -7.70% |
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| 1-Year: | -7.72% | | 3-Year: | -4.06% | | 5-Year: | 0.45% | | 10-Year: | -0.54% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | BRGRX | Category | Diff | Index* | Diff | | Year To Date | 19.74 | 24.15 | -4.41 | 17.05 | 2.69 | | 1-Month | -0.93 | -2.25 | 1.32 | -1.86 | 0.93 | | 3-Month | 5.77 | 4.52 | 1.25 | 5.48 | 0.29 | | 1-Year | 16.86 | 15.35 | 1.51 | 9.80 | 7.06 | | 3-Year | -3.82 | -4.95 | 1.13 | -7.02 | 3.2 | | 5-Year | 1.15 | 0.99 | 0.16 | 0.33 | 0.82 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 39.02 | 42.81 | -3.79 | 45.76 | -6.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -19.51 | -17.14 | -2.37 | -18.25 | -1.26 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | BRGRX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -37.33 | -40.67 | 3.34 | | 2007 | | | 15.76 | 13.35 | 2.41 | | 2006 | | | 8.39 | 7.05 | 1.34 | | 2005 | | | 4.99 | 6.71 | -1.72 | | 2004 | | | 4.37 | 7.81 | -3.44 | | 2003 | | | 20.43 | 28.66 | -8.23 | | 2002 | | | -20.18 | -27.64 | 7.46 | | 2001 | | | -16.23 | -22.30 | 6.07 | | 2000 | | | -2.44 | -13.05 | 10.61 | | 1999 | | | 25.66 | 38.87 | -13.21 |
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| PAST QUARTERLY RETURNS (%) FOR
BRGRX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.80 | 13.09 | 13.46 | N/A | | 2008 | -7.46 | 2.07 | -17.45 | -19.63 | | 2007 | 2.70 | 6.04 | 7.72 | -1.32 | | 2006 | 4.85 | -2.34 | -0.16 | 6.02 | | 2005 | -2.37 | 0.15 | 5.10 | 2.16 | | 2004 | -0.41 | 0.62 | -3.45 | 7.88 | | 2003 | 0.12 | 7.07 | 2.67 | 9.42 | | 2002 | 1.78 | -8.91 | -13.10 | -0.92 | | 2001 | -11.35 | -0.52 | -16.26 | 13.43 | | 2000 | 5.57 | -0.16 | 2.17 | -9.39 | | 1999 | N/A | N/A | N/A | 21.82 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1207 | 1802 | 66.98 | | 1-Month | 170 | 1890 | 8.99 | | 3-Month | 301 | 1884 | 15.98 | | 6-Month | 876 | 1827 | 47.95 | | 1-Year | 740 | 1797 | 41.18 | | 3-Year | 373 | 1518 | 24.57 | | 5-Year | 453 | 1251 | 36.21 |
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Performance
